Bennett Associates Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,110
| Closed | -$322K | – | 44 |
|
|
2024
Q4 | $322K | Sell |
1,110
-167
| -13% | -$48.4K | 0.27% | 37 |
|
|
2024
Q3 | $380K | Sell |
1,277
-93
| -7% | -$27.7K | 0.31% | 32 |
|
|
2024
Q2 | $354K | Sell |
1,370
-154
| -10% | -$39.7K | 0.32% | 31 |
|
|
2024
Q1 | $369K | Buy |
1,524
+343
| +29% | +$83.1K | 0.33% | 33 |
|
|
2023
Q4 | $323K | Buy |
+1,181
| New | +$323K | 0.32% | 36 |
|